MP - MP Materials

The Pentagon invested $400M for a 15% stake, making the US government the largest shareholder. They guaranteed a $110/kg price floor for neodymium (nearly double the $60 China price) and signed a 10-year deal to buy 100% of magnet output. The creator sees this as a signal of government backing and insulation from Chinese manipulation.

Trump invested in MP Materials and the stock is up 24% year to date. Used as part of Trump's track record rather than a direct recommendation.

Rare earths are critical for AI, and China has a stronghold on them. With rare earths being a major topic in US-China talks, MP Materials will benefit.

MP operates Mountain Pass, the only large-scale integrated rare earth mine and processing facility in the U.S. The DoD took a 15% equity stake and guaranteed a $110/kg price floor for NDPR for 10 years. Customers include Apple and General Motors. Wedbush has a $90 price target. Already up 149% on the year and still trending higher.

Only fully integrated US rare earth producer, DoD is anchor customer and largest shareholder with $400M investment, $110/kg price floor on NDPR oxide, $500M Apple supply agreement, GM off-take agreement, $1B from JP Morgan and Goldman Sachs for 10X facility, revenue projected to reach ~$1B by 2028 from ~$275M currently. Host has been bullish since less than half the current price. Torque score 8/10.

MP Materials is presented as stock #3 and the host states they've been fans 'since less than half of the current trading price.' It's the only fully integrated rare earth producer in the US, has a $500M Apple supply agreement, a long-term off-take with GM, and the DoD is now its largest shareholder with a $400M investment, $110/kg price floor, and 10-year magnet off-take agreement. The 10X magnet facility coming online in 2028 is expected to triple capacity. Revenue projected to reach ~$1B by 2028 from ~$275M currently. Torque score 8/10.

The only US company that can mine, refine, and manufacture rare earth magnets domestically. Has a Pentagon contract with guaranteed price floor, government stake in the company, and is building a Texas facility for 10,000 metric tons of magnets per year. Called a 'national security game changer' with a decade-long government partnership.

US government took an equity stake as a strategic play for rare earths; cited as confirmation of where smart money is flowing

Listed as the first government equity stake deal ($400M for 15% stake, DoD became largest shareholder). The host notes it set the template for all subsequent deals and that government-backed stocks have traded above pre-rumor prices long-term.

Only large-scale rare earth producer in the western hemisphere, already operating Mountain Pass mine in California. Building magnet manufacturing in Texas. Has multi-year supply agreement with Apple and partnerships with US Department of Defense. Up 230% last year but still trading at discount to peak valuations.